【东方金诚:预计金价将偏弱震荡】东方金诚近日发布研究报告表示,美联储9月会议释放的鹰派信号仍在持续发酵——点阵图中位数指向年内再加息一次,SEP显示经济增长更强、通胀更高、失业率更低,市场对年内再次加息的预期升温,美元指数维持强势,将对金价形成持续压制。但需要看到,加息本身已经落地,利空出尽效应仍在发挥作用,且美债收益率在加息后上行斜率有望放缓,实际利率进一步大幅走高的空间有限;同时全球央行持续购金、黄金ETF连续净流入等结构性需求仍在,对金价形成底部支撑。整体来看,在鹰派预期压制与结构性需求支撑的博弈下,金价将偏弱震荡。
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